Stickynote CRM

+ Automatic Backup of your Customer’s information and retrieve it anywhere, anytime when you reinstall the Stickynote Agents app.

+ Your data is stored on extremely secure Amazon cloud servers.

+ Manage your customers and organize all related activities.

+ Add notes for your reference and keep track of each and every customer.

+ Greet your Customers with Advance and Belated birthday greetings.

+ Pre-defined templates to share with your Customers on Festivals or Special occasions.

+ Know your Policy Insights at a Glance.

+ Graphical Charts that show all of your Policies by category.

+ Updated FUP of servicings policies.

★ Paid/Unpaid Policies:

+ Keep Track on the list of policyholders' paid and unpaid premiums for the last six months.

★ Lapsed / Revival:

+ Lapsed Policy List with Revival Quotation.

+ Bounce back with the things you lost in Lapsed by reviving it.

+ Premium Due List includes Basic Premium, Late fee + GST , No of Dues , etc.

+ Download or Share Premium Due List in PDF Format.

★ Survival Benefits:

+ Get the past, present & future survival benefits of your policy holders & share with them.

+ Monitor your performance according to the calendar or financial year, and boost the business graph.

+ Check out your premium total for the entire year.

+ Reach multiple clients with your personalized SMS in a single shot.

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Call or Whatsapp: +91 9884545591 (or) Email: support@flendzz.freshdesk.com